Why choose
Wealocity Analytics
At Wealocity Analytics, we offer specialized reports to empower traders and investors. The DARK HORSE report identifies trend reversals for potential multi-bagger stocks, with detailed analysis and quarterly reviews for concentrated portfolios.
The CHECKMATE report provides daily and weekly market views, including frontline indices and short-term stock picks with clear entry and exit levels, delivered via our mobile app.
Our VALUE + GROWTH approach combines fundamental and technical analysis to target super-performance stocks. Subscribe to our reports for precise insights and successful trading strategies.
Products
Checkmate
This report, distinguished by its unique and comprehensive overview of the equity markets on the frontline indices, is a valuable tool for understanding market trends and leveraging them to your advantage.
It is a meticulous report with a detailed view of the markets on a daily basis and for the upcoming week.
Ace of Diamonds
Super performance, Outperformance, Multi-bagger stocks! Is this not what we want when we invest in the stock market? In pursuit of that super performance, different people, including professionals and institutional fund managers, follow different approaches, applying and adapting a multitude of strategies.
Dark Horse
The DARK HORSE report focuses on a concept critical for medium-term traders and investors: identifying turning points in a stock’s price movement.
Traditionally, the market can be in an uptrend, downtrend, or consolidation phase. This report aims to pinpoint potential trend reversals, where the downtrend transitions to an uptrend (and vice versa).
Bespoke Equity Portfolio Advisory
This is a premium service offering that’s perfectly customized to clients. The service provides a tailor-made solutions with regards to the client risk profile and timelines. This service could be utilized by those who already have an equity portfolio or wish to build one for long-term. This is an annual retainer plan through thoroughly personalised service based on the client goals.
Have too many stocks in your portfolio? Do you find it difficult to figure out which stocks to retain among the lot? Are you unsure of the right allocation to certain stocks? Is your portfolio allocation sub-optimal? Is the portfolio underperforming the general markets? Find difficulty to retain the winners or divest the losers?
Equity Portfolio Review
Over a period of time, we end up accumulating stocks across multiple market cycles. The overhang could burden you with tracking difficulties. Unknowingly you may end up neglecting part of the portfolios.
In this service, we examine each holding on its fundamental and technical basis. Also, check for synergy within the portfolio to see if each constituent compliments the other. After a detailed analysis, a recommendation is arrived so that the portfolio is trimmed with appropriate allocation sizes for long-term wealth creation. The analysis involves carefully preparing notes on each of the stock in the portfolio, the possibilities, the hindrances and the rationale to hold/add or discard/reduce.